 好市多COST |
| 16.21% | — | $5,351.2万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 14.62% | 26.57% | $4,825.9万 | 9.6万股 | $4,716.0万 | 9.8万股 | -1,971股-2.00% | 减仓 |
 苹果AAPL |
| 9.73% | 15.88% | $3,213.0万 | 11.1万股 | $2,818.0万 | 11.1万股 | 00.00% | 持仓不变 |
 VisaV |
| 9.62% | — | $3,174.7万 | 9.3万股 | $0 | 0股 | +9.3万股 | 新买入 |
 美光科技MU |
| 4.22% | 2.37% | $1,393.5万 | 1.2万股 | $420.3万 | 1.2万股 | -368股-2.96% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.58% | — | $1,180.8万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 美国运通AXP |
| 3.53% | 5.87% | $1,164.6万 | 3.4万股 | $1,041.4万 | 3.4万股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 3.15% | 5.22% | $1,039.7万 | 3.8万股 | $926.4万 | 3.8万股 | +40股+0.10% | 加仓 |
 自由媒体FWONK |
| 3.02% | 5.22% | $998.0万 | 10.5万股 | $927.2万 | 10.9万股 | -4,150股-3.81% | 减仓 |
 亚马逊AMZN |
| 2.97% | 4.91% | $980.3万 | 4.1万股 | $871.8万 | 4.2万股 | -730股-1.74% | 减仓 |
 谷歌AGOOGL |
| 2.75% | — | $906.5万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 万事达MA |
| 2.68% | — | $884.6万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 美国包装PKG |
| 2.44% | 4.06% | $805.6万 | 3.4万股 | $720.7万 | 3.4万股 | -150股-0.44% | 减仓 |
| AAtlanta Braves Hldgs Series CBATRKUSD |
| 2.38% | 3.65% | $786.5万 | 15.2万股 | $648.0万 | 15.2万股 | -224股-0.15% | 减仓 |
| OONONON |
| 1.5% | 2.87% | $494.2万 | 14.0万股 | $508.5万 | 14.9万股 | -9,935股-6.65% | 减仓 |
 WESCO INTLWCC |
| 1.43% | — | $472.0万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| VVanEck Vectors Gold Miners ETFGDX |
| 1.21% | — | $400.3万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
 FERGUSON ENTERPRISESFERG |
| 1.04% | 1.94% | $342.3万 | 1.4万股 | $344.6万 | 1.5万股 | -350股-2.37% | 减仓 |
 雷神技术RTX |
| 0.98% | 1.89% | $322.5万 | 1.7万股 | $335.1万 | 1.7万股 | -375股-2.16% | 减仓 |
 VanEck ETF信托GDXJ |
| 0.82% | 1.87% | $272.0万 | 2.8万股 | $332.3万 | 2.8万股 | 00.00% | 持仓不变 |
| FFAIRFAX INDIA HLDGS CORP COM SUB VTG SHFFXDF |
| 0.82% | 1.34% | $271.1万 | 14.9万股 | $237.8万 | 14.8万股 | +1,000股+0.68% | 加仓 |
| CCAVACAVA |
| 0.81% | 1.51% | $268.7万 | 3.4万股 | $268.2万 | 3.3万股 | +1,080股+3.26% | 加仓 |
| TTERADYNETER |
| 0.69% | 0.79% | $227.4万 | 4,700股 | $139.3万 | 4,700股 | 00.00% | 持仓不变 |
 诺和诺德NVO |
| 0.61% | 0.88% | $202.6万 | 4.2万股 | $155.3万 | 4.2万股 | -2股-0.00% | 减仓 |
 礼来LLY |
| 0.54% | 0.77% | $177.5万 | 1,480股 | $136.1万 | 1,480股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.53% | — | $175.2万 | 4,756股 | $0 | 0股 | +4,756股 | 新买入 |
 星巴克SBUX |
| 0.49% | 0.85% | $162.9万 | 1.6万股 | $151.6万 | 1.7万股 | -980股-5.79% | 减仓 |
 GRAHAMGHC |
| 0.49% | 0.84% | $160.6万 | 1,407股 | $148.8万 | 1,407股 | 00.00% | 持仓不变 |
 L3哈里斯LHX |
| 0.47% | 1.05% | $156.3万 | 5,380股 | $185.7万 | 5,380股 | 00.00% | 持仓不变 |
 迪尔DE |
| 0.45% | 0.75% | $149.1万 | 2,350股 | $132.4万 | 2,350股 | 00.00% | 持仓不变 |
 AGILENT TECHNOLOGIES COMA |
| 0.43% | — | $141.2万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 D R HORTONDHI |
| 0.37% | — | $123.4万 | 7,575股 | $0 | 0股 | +7,575股 | 新买入 |
 CHUBB LIMITEDCB |
| 0.35% | 0.64% | $116.8万 | 3,427股 | $114.0万 | 3,497股 | -70股-2.00% | 减仓 |
 微软MSFT |
| 0.32% | 0.72% | $105.0万 | 2,814股 | $128.6万 | 3,474股 | -660股-19.00% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 0.29% | 0.51% | $94.4万 | 3,000股 | $90.4万 | 3,150股 | -150股-4.76% | 减仓 |
 艾伯维ABBV |
| 0.27% | — | $89.9万 | 3,573股 | $0 | 0股 | +3,573股 | 新买入 |
 NORTHROP GRUMMAN COMNOC |
| 0.26% | 0.66% | $86.8万 | 1,705股 | $116.3万 | 1,705股 | 00.00% | 持仓不变 |
| AAirbus SE |
| 0.26% | 0.4% | $85.4万 | 3,845股 | $71.4万 | 3,845股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.24% | 0.43% | $78.9万 | 3,106股 | $75.9万 | 3,106股 | 00.00% | 持仓不变 |
 斯伦贝谢SLB |
| 0.23% | 0.2% | $76.6万 | 1.6万股 | $34.9万 | 6,800股 | +9,685股+142.43% | 加仓 |
 洛克希德马丁LMT |
| 0.22% | 0.51% | $71.9万 | 1,412股 | $90.5万 | 1,497股 | -85股-5.68% | 减仓 |
 雅培ABT |
| 0.21% | 0.43% | $67.9万 | 7,478股 | $76.8万 | 7,478股 | 00.00% | 持仓不变 |
 MCGRATH RENTCORPMGRC |
| 0.2% | 0.34% | $67.2万 | 5,550股 | $61.2万 | 5,550股 | 00.00% | 持仓不变 |
| AAMRIZE SHSAMRZ |
| 0.19% | 0.35% | $61.4万 | 1.2万股 | $61.8万 | 1.1万股 | +475股+4.30% | 加仓 |
 英伟达NVDA |
| 0.17% | 0.28% | $57.4万 | 2,870股 | $50.1万 | 2,870股 | 00.00% | 持仓不变 |
| AARS PHARMACEUTICALSSPRY |
| 0.17% | 0.18% | $56.9万 | 7.1万股 | $32.0万 | 4.0万股 | +3.1万股+78.37% | 加仓 |
 KIRBYKEX |
| 0.16% | 0.3% | $54.4万 | 4,000股 | $53.2万 | 4,000股 | 00.00% | 持仓不变 |
 U HAUL HOLDINGSCL |
| 0.16% | 0.23% | $53.3万 | 9,235股 | $41.3万 | 9,235股 | 00.00% | 持仓不变 |
 赛莱默XYL |
| 0.16% | — | $51.7万 | 4,370股 | $0 | 0股 | +4,370股 | 新买入 |
 Markel Group Inc.MKL |
| 0.15% | 0.27% | $48.8万 | 250股 | $47.9万 | 250股 | 00.00% | 持仓不变 |
